The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: George Gianarikas - Canaccord Genuity - Analyst
: I'd like to ask about the recent restructuring and the gwoth expected in fiscal '25. Can you just sort of talk about what the new operating model of
the firm is, breakeven levels, growth profiles, et cetera? I know that the '25 growth is being impacted by some modular shipments. But just generally,
what you think about the growth trajectory of the firm and what the restructuring does for your profitability profile? Thank you.
Question: George Gianarikas - Canaccord Genuity - Analyst
: Can you help us quantify those levels, just in terms of what the revenue profile would look like to get to EBITDA, and maybe even free cash flow
[value]? Thank you.
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DECEMBER 19, 2024 / 3:00PM, FCEL.OQ - Q4 2024 Fuelcell Energy Inc Earnings Call
Question: Saumya Jain - UBS - Analyst
: Hey, good morning, guys. Could you provide more detail on the opportunities for Tri-gen, I guess how you guys are seeing 45V play out?
Question: Noel Parks - Tuohy Brothers - Analyst
: Hi, good morning. I just had a couple. I wanted to pick up on manufacturing capacity and your plans there. And I wonder, from a timing standpoint,
as you have discussions around power generation, data center demand, and so forth, is there an inflection point you see, maybe that you're
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DECEMBER 19, 2024 / 3:00PM, FCEL.OQ - Q4 2024 Fuelcell Energy Inc Earnings Call
particularly trying to guide the manufacturing capacity growth toward? I was wondering if there is a bulge ahead, sort of a bulge year ahead in
terms of contracts or deployment timeframes. So any thoughts there would be great.
Question: Noel Parks - Tuohy Brothers - Analyst
: Great. And just, you mentioned being able to deploy sort of in a byte size manner. Do you, just in general terms, sort of see that as a set of customers
or a steady set of customers that are looking to build out in that manner? Or I'm thinking as opposed to hyperscaler looking for a large project that
they're going to maybe do all at once. So I'm just curious as to what you think the deployment pace might look like.
Question: Dushyant Ailani - Jefferies - Analyst
: Hey, guys, thanks for taking my question. The first one, I just wanted to talk a little bit about the gross margin profile. I know you touched on margins
a little bit for an earlier question, but how do we -- going into 2025, how do we think about margins for product and the other segments?
Question: Dushyant Ailani - Jefferies - Analyst
: That's helpful. And then my second question was just on the capital raise, the $21 million. What's the rationale behind that? And then how do you
think about into 2025? Do you think that's something you'll tap into more? Or do you feel comfortable with the liquidity?
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